This page provides a clear and actionable checklist of the steps required after a Salesforce Sandbox refresh.
A sandbox refresh resets the environment to match production, but may affect configurations, credentials, and user access.
Following this checklist ensures:
-
System functionality remains intact
-
Licenses and settings are properly updated
-
Integrations (e.g., Plaid) operate correctly
-
Disruptions are minimized
This supports a smooth transition back to normal sandbox operations.
-
Email Templates and Metadata are copied from Production to Sandbox during refresh.
1. Enable & Configure Salesforce Site
-
Confirm that a Public Site is enabled.
-
Verify that the Site Guest User has the required permissions.
2. Plaid Configuration & Credentials
Sandbox Credential Validation
After refresh, the Sandbox environment will default to using the Sandbox Plaid credential entry.
✅ Please verify:
-
The Client ID and Secret belong to the Sandbox environment
-
If you need assistance, contact: support@cloudmaveninc.com
Webhook Domain Settings
Confirm that the domain configured for:
-
Plaid Webhook
-
Asset Webhook
…matches the Sandbox Site domain.
3. Identity Verification (If Applicable)
If your org uses Identity Verification (IDV), ensure that:
-
The Identity Template ID has been updated to the Sandbox template.
4. Summary
After completing a Sandbox refresh, ensure that:
✔ Public Site is active and correctly permissioned
✔ Sandbox Plaid credentials (Client ID + Secret) are validated
✔ Webhooks reference the correct Sandbox Site domain
✔ Identity Verification Template ID is updated (if applicable)
These steps ensure smooth post-refresh operation and prevent integration failures.